3 William Vastis

3 William Vastis

3 William Vastis
The William Vastis Wealth Management Group
RBC Wealth Management Dominion Securities
Toronto

AUM GROWTH: $125,000,000
AUM PER CLIENT: $7,272,727
REVENUE PER CLIENT: $27,273
CLIENTS AT END OCT 2015: 110    
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 8

Claiming bronze, William Vastis scored in the top five in several categories, including an impressive $125 million AUM growth. With extensive experience in helping business owners and innovators, Vastis specializes in sudden wealth management strategies. He pioneered an approach specifically for business owners who face retirement. In addition to his thriving practice, Vastis and his daughters raised funds and staged their own performance, called The Wickedly Frozen Spectacular, to help support A BroaderWay Foundation, which is dedicated to offering girls from urban communities an outlet for self-expression and creativity through arts-centred programs.

Company Information

  • The William Vastis Wealth Management Group
  • 200 Bay Street, 25th Floor Toronto ON

Contact Information